Articles on: Services & ordering

Track delivery on the order, without requests

Some things you sell are delivered in one go: a file, access to something, a recording, a session. For these you may not need a request at all, and you can track the delivery on the order instead. A purchase then creates an order and nothing else. You decide this separately for each service, in Settings › Sales › Services.

Turn off request creation and track the order

Open Settings › Sales › Services and select the service.
On the Automations tab, under Automatic Request creation, choose No request, just the order.
Select Save.
When a client buys, open the order under Orders.
In the order's ⋯ menu, select Start work when you start, and Mark as delivered once you have delivered. The order's Fulfillment changes to In progress and then to Delivered.

Choose No request, just the order (2) on the Automations tab, and the purchase creates only the order.

An order without requests: Start work and Mark as delivered in the ⋯ menu (5) set its Fulfillment, shown next to the payment status.

How the order shows delivery

The purchase adds nothing under Requests. The order appears under Orders, with the client, the amount, the payment method and its Source. Fulfillment is the only thing that shows how far the delivery is, and it changes only when you change it. See Follow orders: fulfillment and payment.

Everything else in the service works as usual: the items and the price, the Order Form, the payment methods, the invoice setting and the Front Desk.

What the order still keeps

Documents. The Created from card shows the document the order was created from. You can add more with + Link document. See Put a second document on the same order.
The payment. A Stripe payment updates the payment status by itself. If the client paid with a manual method, someone on your team marks it as paid. Either way, Paid on shows the date. See Mark a document as paid or refunded.
A change history. Zendo records every change to the order, with who made it and when.
The Order Form answers. The client's answers are saved with the order.

What you only get with a request

An order has no conversation of its own, but you can still write to the client in Messages, your direct chat outside any request. Checklists and custom fields exist only on requests. Automations belong to request types, so a service that creates no request runs no automations: Zendo will not send messages or change statuses for you.

To tell the client something after they buy, show them an onboarding card on their dashboard, or email them yourself. See Message clients outside a request and Create an onboarding card.

Mixing both kinds of service

You can sell services that create a request next to services that do not, and the same client can buy both. In the requests list, the Service column shows which requests came from a purchase. An order that created no request does not appear in that list.

Updated on: 09/11/2026

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